Audit Board

AUGUST 29, 2023

Register today to attend in person or virtually , and read on for my initial thoughts on how risk and audit can stay relevant, connected, and aligned in these extraordinary times. And they would have been right to do so, because they certainly would’ve had a stronger understanding of their business risks than I did.

Technology 52

Technology Compliance Start-ups Banking 52

Audit Board

FEBRUARY 13, 2023

Learn seven best practices financial services audit teams should consider when building an agile auditing transformation plan, and download AuditBoard’s full guide, Conquering Heightened Risk Exposure in Financial Services: 7 Steps to Transform With Agile.

Start-ups 52

Start-ups Technology Banking Compliance 52

Audit Board

AUGUST 16, 2023

With this evolution, standards organizations around the world, like the US’s National Institute of Standards and Technology (NIST) and the International Standards Organization (ISO) have developed and released their own best practice frameworks and guidance for businesses to apply to their risk management plan. What Are Risks?

Start-ups 52

Start-ups Compliance Technology Specific Risk 52

Internal Audit 360

APRIL 13, 2023

GUEST BLOG Editor’s Note: The views expressed here are the opinions of the author. I encourage all internal auditors to read the newly released draft version of the Standards and provide your comments to the IIA before the exposure period ends late next month. I know from first-hand experience.

Start-ups 110

Start-ups 110

ThomsonReuters

OCTOBER 29, 2020

However, the last quarter of 2020 presents a unique opportunity for accounting firms to engage in preliminary strategic conversations with clients and help them assess the impact of the pandemic and the economic downturn, identify challenges, and lay out goals ahead of 2021. And if you don’t know what their goals are, now is the time to ask.

Accounting Firms 40

Accounting Firms Start-ups 40

ThomsonReuters

MARCH 21, 2023

Are members of your accounting team among them? Absent: Do you have a team member who is frequently calling out sick or is routinely late to meetings? Employee engagement is on the decline. A 2022 Gallup survey found that employee engagement in the U.S. This pattern continued into 2022. What are the root causes of disengagement?

Start-ups 52

Start-ups Finance 52

ThomsonReuters

JANUARY 12, 2023

How do you develop a remote audit policy? How do you develop a remote audit policy? When developing a remote audit policy , it is important to plan, set expectations, and be intentional. The policy must provide a clear roadmap of how the audit team will operate to achieve success. . What technology will be used?

Technology 52

Technology 52

FE International

MARCH 23, 2022

This article is part of our Valuation by Business Model series, in which we provide you with information on what makes your particular business model unique when it comes to SaaS business valuation. To get your SaaS business valued for free, please fill in the main form on our Sell a Website page. . How To Value a Business.

EBITDA 105

EBITDA Start-ups Business Valuation Marketability 105

Chris Mercer

MAY 19, 2023

This post was originally written for Mercer Capital’s Family Business Director Blog and offered advice to family business directors based on my observations following the failure of Silicon Valley Bank on March 10, 2023. Don’t smoke your own stuff. What really happened? What caused SVB to fail? Mercer Capital was retained.

Banking 98

Banking Treasury Start-ups Marketability 98

ThomsonReuters

JUNE 13, 2023

Your long-term success hinges on capturing opportunities that cultivate deeper and more meaningful client relationships—and that’s where advisory services come in. But what are advisory services all about and how do you know if your clients will respond to them? What are advisory services? Why make the shift to advisory?

Accounting Firms 93

Accounting Firms Compliance Technology Marketability 93

ThomsonReuters

OCTOBER 17, 2023

Determining the need for 1040 advisory services How to start your firm’s 1040 advisory journey Is the success of your accounting firm built on a 1040 client base? Think about your interactions with individual clients. Jump to: What does moving to advisory services mean?

Start-ups 52

Start-ups Accounting Firms 52

ThomsonReuters

FEBRUARY 13, 2023

If you find yourself in this position, it may be time to welcome your newest staff member: automation. Historically, accounting firms have dedicated junior staff to handle manual data entry tasks and labor-intensive workflow processes. This reduces both the margin of error and the time needed to review your returns for accuracy.

Accounting Firms 59

Accounting Firms Technology Start-ups Compliance 59

Audit Board

JULY 19, 2023

That begins with identifying and monitoring the key culture risk indicators (KCRIs) that matter in your organization. Organizational culture is, as Charles Handy famously expressed, “the way we do things around here.” It is also the personality and moral fabric of an organization — the glue that holds everything together.

Start-ups 52

Start-ups Compliance 52

Audit Board

JUNE 8, 2023

In this article, we will introduce you to the basics of compliance audits , break down various types, and give some firsthand advice on what to expect and how to successfully navigate a compliance audit. What Is a Compliance Audit? Results in some kind of final deliverable, like a report, an assessment, or an audit opinion.

Compliance 52

Compliance Start-ups Technology Accounting Firms 52

FE International

MARCH 14, 2018

What should your considerations be as you think about building a new product? How much is your app worth? How much is your app worth? The Three App Types. Universal Apps. How to Value an App. How to Sell an App. Conclusion. Software development is a unique and ever-evolving industry. What Is an App?

Marketability 52

Marketability Start-ups EBITDA Business Valuation 52